Civic Intelligence

The Sage & Dice Foundation C/O William C Stone Trustee

990PF • Fiscal year 2023 • EIN 20-6771152

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
425 Gulf Shore Blvd NorthNaples, FL 34102

(860) 298-4506

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

25th percentile

-2.8%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

4816%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$4,722,666

Down $133,654 (-2.8%) from 2022

Net Assets

Down

$4,722,666

Down $133,654 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin74th percentile

Revenue

Up

$9,254,465

Up $9,066,200 (+4816%) from 2022

Expenses

Up

$7,302,907

Up $7,190,630 (+6404%) from 2022

Net Income

Up

$1,951,558

Up $1,875,570 (+2468%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,202,501Liabilities 2010: $0Net Assets 2010: $5,202,5012010Assets 2011: $2,813,964Liabilities 2011: $0Net Assets 2011: $2,813,9642011Assets 2012: $1,563,921Liabilities 2012: $0Net Assets 2012: $1,563,9212012Assets 2013: $1,450,333Liabilities 2013: $0Net Assets 2013: $1,450,3332013Assets 2014: $3,112,504Liabilities 2014: $0Net Assets 2014: $3,112,5042014Assets 2015: $7,813,157Liabilities 2015: $0Net Assets 2015: $7,813,1572015Assets 2016: $7,631,880Liabilities 2016: $0Net Assets 2016: $7,631,8802016Assets 2017: $5,716,600Liabilities 2017: $0Net Assets 2017: $5,716,6002017Assets 2018: $5,473,317Liabilities 2018: $0Net Assets 2018: $5,473,3172018Assets 2019: $5,356,542Liabilities 2019: $0Net Assets 2019: $5,356,5422019Assets 2020: $4,833,870Liabilities 2020: $0Net Assets 2020: $4,833,8702020Assets 2021: $4,780,332Liabilities 2021: $0Net Assets 2021: $4,780,3322021Assets 2022: $4,856,320Liabilities 2022: $0Net Assets 2022: $4,856,3202022Assets 2023: $4,722,666Liabilities 2023: $0Net Assets 2023: $4,722,6662023Assets 2024: $4,362,510Liabilities 2024: $0Net Assets 2024: $4,362,5102024

Highlighted filing

2023

Assets$4,722,666
Liabilities$0
Net Assets$4,722,666
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $278,6502010Expenses 2011: $2,403,6432011Expenses 2012: $1,253,3982012Revenue 2013: $69,871Expenses 2013: $283,459Net Income 2013: -$213,5882013Revenue 2014: $1,902,671Expenses 2014: $165,500Net Income 2014: $1,737,1712014Revenue 2015: $5,003,083Expenses 2015: $327,430Net Income 2015: $4,675,6532015Revenue 2016: $9,688Expenses 2016: $139,450Net Income 2016: -$129,7622016Revenue 2017: $5,021,945Expenses 2017: $1,924,100Net Income 2017: $3,097,8452017Revenue 2018: $14,948,017Expenses 2018: $15,284,325Net Income 2018: -$336,3082018Revenue 2019: $54,482Expenses 2019: $171,258Net Income 2019: -$116,7762019Revenue 2020: $3,654,515Expenses 2020: $585,437Net Income 2020: $3,069,0782020Revenue 2021: $8,951,601Expenses 2021: $3,654,769Net Income 2021: $5,296,8322021Revenue 2022: $188,265Expenses 2022: $112,277Net Income 2022: $75,9882022Revenue 2023: $9,254,465Expenses 2023: $7,302,907Net Income 2023: $1,951,5582023Revenue 2024: $9,228,663Expenses 2024: $16,016,601Net Income 2024: -$6,787,9382024

Highlighted filing

2023

Revenue$9,254,465
Expenses$7,302,907
Net Income$1,951,558
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C STONETrustee-$0--
MARY R STONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sage & Dice Foundation
EIN
20-6771152
Phone
8602984506
Address
425 GULF SHORE BLVD NORTH, NAPLES, FL 34102

Signing Officer

Name
William Stone
Title
Trustee
Phone
8602984506
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
185 ASYLUM ST 25TH FL CITYPLACE, HARTFORD, CT 06103
Preparer
Timothy Peabody
Phone
8607600600
Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY R STONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04820 BAYSHORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11600 DIVISION ST SUITE 225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26926 TRAIL BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311 EAST ADAMS STREET SUITE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42590 GOODLETTE-FRANK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51110 W MICHIGAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1372032775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd546202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07286288
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0778708
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0778708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02809450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014710945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014710945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09320193
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06510743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02809450
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07289451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06510743
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024031138
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017520395
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MR AND MRS WILLIAM C STONE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0425 GULF SHORE BLVD NORTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034102
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09084000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09084000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0150,000 SHARES SS&C TECHNOLOGIES HOLDINGS, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09084000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TO ADJUST VALUE OF CONTRIBUTED SECURITIES TO COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06998788
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TO ADJUST COST BASIS OF DONATED SECURITIES TO FMV
TaxesSchedule/TaxesDetail/Amt03815
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08602984506
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAGE & DICE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM C STONE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0206771152
ReturnHeader/Filer/PhoneNum08602984506
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 GULF SHORE BLVD NORTH
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 ASYLUM ST 25TH FL CITYPLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum08607600600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY PEABODY
ReturnHeader/ReturnTs02024-05-15T16:22:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STONE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,722,666
Liabilities
$0
Net assets
$4,722,666
Revenue
$9,254,465
Expenses
$7,302,907
Net income
$1,951,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$9.23$16.0$6.79
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$9.25$7.30$1.95
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.19$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$8.95$3.65$5.30
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$3.65$0.59$3.07
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.05$0.17$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$14.9$15.3$0.34
2017Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$5.02$1.92$3.10
2016Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.01$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$5.00$0.33$4.68
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.90$0.17$1.74
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.07$0.28$0.21
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.25
2011Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$2.40
2010Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.28